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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,692 | $100,073-38.4% | $85,126-27.5% | $145,877-57.7% |
| Participation rate | 95.2% | 74.1%+21.1pp | 67.5%+27.7pp | 80.3%+14.9pp |
| Annual return | 10.24% | 84.11%-73.9pp | 66.63%-56.4pp | 551.28%-541.0pp |
| Employer contribution / active EE | $8,258 | $3,236+155.2% | $2,731+202.4% | $4,663+77.1% |
| Participant deferral / active EE | $5,283 | $5,294-0.2% | $4,523+16.8% | $6,691-21.0% |
| Admin fee / account holder | $4,598 | $7,261-36.7% | $6,160-25.4% | $13,402-65.7% |